Kimberly Van Winkle Portfolio
Invests via Twelve Points Wealth Management LLC | Managed by Kimberly Van Winkle, Stephen J. Bruno
Invests via Twelve Points Wealth Management LLC
Managed by Kimberly Van Winkle, Stephen J. Bruno
Automatically Tracked
Kimberly Van Winkle Profile
With a diverse background in strategic business development and operational leadership, Kimberly Van Winkle has carved out a notable position in the corporate landscape. Her experience encompasses several high-growth sectors where she excels at identifying market opportunities and implementing innovative solutions. Having led various teams, she possesses keen insights into organizational efficiency and stakeholder engagement. As an active participant in enhancing company performance through data-driven decision-making, her contributions are significant for firms looking to navigate complex environments. Kim's reputation for fostering collaborative cultures strengthens her impact across all ventures.
With a diverse background in strategic business development and operational leadership, Kimberly Van Winkle has carved out a notable position in the corporate landscape. Her experience encompasses several high-growth sectors where she excels at identifying market opportunities and implementing innovative solutions. Having led various teams, she possesses keen insights into organizational efficiency and stakeholder engagement. As an active participant in enhancing company performance through data-driven decision-making, her contributions are significant for firms looking to navigate complex environments. Kim's reputation for fostering collaborative cultures strengthens her impact across all ventures.
Investment Philosophy & Strategy
A keen eye for emerging trends shapes investment choices in Kimberly Van Winkle's strategic approach. Her robust expertise in operational leadership complements an entrepreneurial spirit, driving a focus on scalable solutions across sectors. With an emphasis on transformative initiatives, she navigates opportunities through collaboration and innovation. Balancing risk with ambition, her methodology adapts to dynamic market conditions while maintaining alignment with long-term growth objectives. This forward-thinking perspective positions her as a significant force in reshaping organizational landscapes.
A keen eye for emerging trends shapes investment choices in Kimberly Van Winkle's strategic approach. Her robust expertise in operational leadership complements an entrepreneurial spirit, driving a focus on scalable solutions across sectors. With an emphasis on transformative initiatives, she navigates opportunities through collaboration and innovation. Balancing risk with ambition, her methodology adapts to dynamic market conditions while maintaining alignment with long-term growth objectives. This forward-thinking perspective positions her as a significant force in reshaping organizational landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
92.16%
Gain -0.13%
Monthly
0.97%
Yearly
12.3%
Drawdown
21.78%
$509.14M
Equity
Holdings
$509.14M
Investment
$421.67M
$103.65M
Profit -$277,086.47
Realized
$16.17M
Unrealized
$87.47M
Dividends
$36.38M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$277,086.47
Win %
75%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$3.87M
Win %
75%
This Month
Compared to last month
Gain
-0.63%
Profit
-$3.22M
Win %
75%
This Year
Compared to last year
Gain
2.18%
Profit
$10.84M
Win %
76%
SWKS Skyworks Solutions Inc.
+10.69%
+$222,201.52 
BAH Booz Allen Hamilton Holding Corporation
+4.72%
+$20,565.71 
CE Celanese Corporation
+3.34%
+$10,948.91 
AAPL Apple Inc.
+3.16%
+$182,839.83 
PATH Uipath Inc.
+2.95%
+$5,486.8 
S SentinelOne Inc.
+2.73%
+$6,428.37 
DBMF iMGP DBi Managed Futures Strategy ETF
+1.95%
+$51,158.26 
T AT&T Inc.
+1.73%
+$7,219.69 
MELI MercadoLibre, Inc.
+1.52%
+$5,635.24 
ABBV AbbVie Inc.
+1.37%
+$16,925.7 
NXPI NXP Semiconductors N.V.
+1.25%
+$2,261.42 
RBRK Rubrik, Inc.
+1.24%
+$3,198.8 
MBLY Mobileye Global Inc.
+1.17%
+$1,534.72 
HGER Harbor Commodity All-Weather Fund
+1.09%
+$54,720.54 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.08%
+$2,111.78 
PANW Palo Alto Networks, Inc.
+1.01%
+$2,964.8 
CHRW C.H. Robinson Worldwide, Inc.
+1%
+$12,619.5 
AI C3.ai Inc.
+0.82%
+$1,066.41 
BWA BorgWarner Inc.
+0.81%
+$22,600.79 
QCOM QUALCOMM Incorporated
+0.8%
+$12,505.29 
XOM Exxon Mobil Corporation
+0.79%
+$32,145.51 
DIS The Walt Disney Company
+0.73%
+$2,462.53 
FMF First Trust Managed Futures Strategy Fund
+0.73%
+$12,468.71 
FSLY Fastly, Inc.
+0.7%
+$1,781.61 
ADP Automatic Data Processing Inc.
+0.7%
+$5,107.56 
FMNB Farmers National Banc Corp.
+0.7%
+$4,543.77 
GOOGL Alphabet Inc
+0.67%
+$16,182.79 
GOOG Alphabet Inc
+0.64%
+$10,435.41 
AON Aon plc
+0.64%
+$4,836 
DXC Dxc Technology Co.
+0.59%
+$9,046.44 
ACHR Archer Aviation Inc.
+0.54%
+$958.62 
MBIN Merchants Bancorp Inc.
+0.51%
+$5,480.79 
SERA Sera Prognostics Inc.
+0.5%
+$433.88 
EWBC East West Bancorp Inc.
+0.49%
+$2,813.62 
EOG EOG Resources, Inc.
+0.48%
+$15,651.7 
CRWD CrowdStrike Holdings, Inc.
+0.46%
+$1,808.64 
KR Kroger Co.
+0.46%
+$3,304.08 
HOG Harley-Davidson Inc.
+0.45%
+$8,114.88 
FE FirstEnergy Corp.
+0.39%
+$2,022.3 
DINO HF Sinclair Corporation
+0.38%
+$6,714.16 
CVLT Commvault Systems Inc.
+0.34%
+$781.65 
PCAR PACCAR Inc.
+0.34%
+$5,418.15 
C Citigroup Inc.
+0.32%
+$2,677.4 
MSM MSC Industrial Direct Co., Inc.
+0.3%
+$2,640.14 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.21%
+$1,053.15 
CC Chemours Co.
+0.2%
+$1,965.6 
PPL PPL Corporation
+0.16%
+$788.98 
TRN Trinity Industries Inc.
+0.14%
+$1,602.84 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$4,793.2 
PEP PepsiCo, Inc.
+0.07%
+$1,151.9 
LLY Eli Lilly and Company
+0.07%
+$740 
TRV The Travelers Companies, Inc.
+0.06%
+$152.26 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$16,570.53 
RPV Invesco S&P 500 Pure Value ETF
+0.04%
+$469.85 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2,801.31 
ATKR Atkore Inc.
+0.01%
+$239.55 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$3,839.13 
RTX RTX Corporation
+0.01%
+$120.6 
ETHW Bitwise Ethereum ETF
0%
$0 PCMM
PCMM
0%
$0 NCZ
NCZ
0%
$0 
FCX Freeport-McMoRan Inc.
-6.64%
-$170,031.18 
SLV iShares Silver Trust
-5.43%
-$469,402.41 
SMR NuScale Power Corporation
-5.18%
-$8,990.8 
LRCX Lam Research Corporation
-5.1%
-$19,090.35 
MU Micron Technology, Inc.
-4.49%
-$20,477.28 
QLYS Qualys, Inc.
-4.31%
-$13,432.2 
ASA ASA Gold and Precious Metals Limited
-4.22%
-$876,020.46 
AEIS Advanced Energy Industries Inc.
-3.75%
-$9,847.73 
GDX VanEck Gold Miners ETF
-3.51%
-$12,525.61 
KRO Kronos Worldwide Inc.
-3.49%
-$5,351.89 
CARR Carrier Global Corporation
-2.85%
-$8,880.3 
IBM International Business Machines Corporation
-2.85%
-$33,009.39 
GEV GE Vernova Inc.
-2.84%
-$5,645.09 
SOUN SoundHound AI Inc.
-2.84%
-$2,958.08 
CLF Cleveland-Cliffs Inc.
-2.69%
-$57,847.72 
GLW Corning Incorporated
-2.64%
-$17,581.99 
JBL Jabil Inc.
-2.6%
-$105,389.1 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.42%
-$10,757.94 
MRVL Marvell Technology, Inc.
-2.39%
-$5,755.27 
AIA iShares Asia 50 ETF
-2.33%
-$41,888.35 
NVDA NVIDIA Corporation
-2.24%
-$10,300.56 
AMGN Amgen Inc.
-2.2%
-$27,885.67 
QBTS D-Wave Quantum Inc.
-2.13%
-$3,397.42 
PLTR Palantir Technologies Inc.
-2.1%
-$6,977.33 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$12,033.76 
MRK Merck & Co., Inc.
-1.94%
-$39,002.15 
ABT Abbott Laboratories
-1.87%
-$9,325.98 
DHR Danaher Corporation
-1.85%
-$10,729.49 
GLD SPDR Gold Shares
-1.75%
-$72,756.1 
BDC Belden Inc.
-1.74%
-$44,464.5 
MCHP Microchip Technology Incorporated
-1.74%
-$15,685.77 
IAU iShares Gold Trust
-1.72%
-$65,226.28 
HD The Home Depot, Inc.
-1.71%
-$3,133.48 
ANET Arista Networks, Inc.
-1.66%
-$4,646.39 
EMR Emerson Electric Co.
-1.63%
-$24,560.03 
VSH Vishay Intertechnology Inc.
-1.62%
-$32,373.42 
CR Crane NXT Co.
-1.6%
-$30,804.51 
MAC The Macerich Company
-1.56%
-$5,289.84 
LEVI Levi Strauss & Co.
-1.55%
-$11,276.68 
META Meta Platforms Inc Class A
-1.53%
-$5,556.62 
AIQ Global X Artificial Intelligence & Technology ETF
-1.48%
-$5,775.05 
RPG Invesco S&P 500 Pure Growth ETF
-1.46%
-$33,852.84 
UL Unilever PLC Sponsored American Depositary Receipt
-1.46%
-$6,237.8 
BITB Bitwise Bitcoin ETF
-1.37%
-$13,190.94 
IXUS iShares Core International Stock ETF
-1.34%
-$20,451.72 
CSCO Cisco Systems, Inc.
-1.34%
-$41,941.49 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$137,695.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.27%
-$15,244 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$191,207.04 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-1.22%
-$3,968.93 
CHH Choice Hotels International Inc.
-1.21%
-$6,237.6 
TGT Target Corporation
-1.19%
-$17,849.15 
LOW Lowe's Companies Inc.
-1.16%
-$3,153.34 
SCHF Schwab International Equity ETF
-1.15%
-$4,694.62 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.15%
-$16,481.15 
TSLA Tesla, Inc.
-1.15%
-$2,193.41 
EBC Eastern Bankshares, Inc.
-1.08%
-$3,489.84 
TXN Texas Instruments Inc
-1.06%
-$23,137.81 
AVK Advent Convertible and Income Fund
-1.05%
-$4,522.05 
AYI Acuity Brands Inc.
-1.03%
-$9,468.64 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$3,516.11 
CMI Cummins Inc.
-1.01%
-$11,498.65 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-1%
-$32,380.9 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.99%
-$40,616.28 
THNQ Robo Global Artificial Intelligence ETF
-0.99%
-$4,369.01 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.98%
-$17,677.68 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.97%
-$2,521.01 
ZS Zscaler Inc.
-0.96%
-$2,396.8 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.94%
-$5,165.87 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$6,795.71 
MMM 3M Company
-0.93%
-$5,628.56 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.92%
-$60,395.65 
UNH UnitedHealth Group Incorporated
-0.92%
-$7,699.95 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.9%
-$8,308.3 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$3,530.78 
IJR iShares Core S&P Small-Cap ETF
-0.89%
-$7,285.35 
HUN Huntsman Corporation
-0.89%
-$9,308.01 
LIEN Chicago Atlantic BDC Inc.
-0.88%
-$2,360.97 
APAM Artisan Partners Asset Management Inc.
-0.87%
-$38,186.4 
VNQ Vanguard Real Estate ETF
-0.87%
-$2,355.37 
EFA iShares MSCI EAFE ETF
-0.85%
-$2,123.03 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-0.82%
-$10,766.68 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$10,731.83 
DFTX Definium Therapeutics, Inc.
-0.8%
-$4,351.85 
AOA iShares Core Aggressive Allocation ETF
-0.8%
-$3,716.16 
CAIE Calamos Autocallable Income ETF
-0.79%
-$26,275.2 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.79%
-$12,860.1 
JOBY Joby Aviation, Inc.
-0.78%
-$961.4 
IUSG iShares Core S&P U.S. Growth ETF
-0.78%
-$8,733.77 
PFE Pfizer Inc.
-0.77%
-$2,121.62 
EVN Eaton Vance Municipal Income Trust
-0.77%
-$1,272.48 
AVGO Broadcom Inc.
-0.76%
-$2,585.4 
FINS Angel Oak Financial Strategies Income Fund
-0.76%
-$7,339.98 
REET iShares Global REIT ETF
-0.74%
-$6,387.2 
MGA Magna International Inc.
-0.71%
-$6,071.51 
AVY Avery Dennison Corporation
-0.71%
-$5,650.8 
PSK SPDR ICE Preferred Securities ETF
-0.68%
-$32,847 
TXUE Thornburg International Equity ETF
-0.67%
-$10,469.04 
SBUX Starbucks Corporation
-0.67%
-$6,474.21 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$7,217.21 
IUSB iShares Core Universal USD Bond ETF
-0.67%
-$5,114.4 
BEN Franklin Resources Inc.
-0.66%
-$30,850.87 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$1,797.49 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.63%
-$21,671.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$9,013.11 
DDOG Datadog, Inc. Class A Common Stock
-0.63%
-$1,271.94 
SNA Snap-on Inc.
-0.61%
-$4,983.34 
SCHB Schwab U.S. Broad Market ETF
-0.61%
-$6,961.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.6%
-$19,668.65 
FPE First Trust Preferred Securities and Income ETF
-0.6%
-$81,381.93 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$1,259.35 
IVV iShares Core S&P 500 ETF
-0.58%
-$18,913.37 
RPD Rapid7 Inc.
-0.57%
-$1,256.94 
LRGF iShares U.S. Equity Factor ETF
-0.54%
-$4,396.14 
GILD Gilead Sciences Inc.
-0.54%
-$2,965.37 
DBL DoubleLine Opportunistic Credit Fund
-0.53%
-$30,431.92 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$1,728.05 
JBSS John B. Sanfilippo & Son, Inc.
-0.5%
-$937.12 
AMZN Amazon.com Inc
-0.49%
-$4,100.23 
NET Cloudflare Inc.
-0.47%
-$1,497.86 
AXP American Express Company
-0.46%
-$6,780.53 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$3,404.6 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.44%
-$10,881.28 
GWW W.W. Grainger, Inc.
-0.43%
-$4,208.66 
JPM JPMorgan Chase & Co.
-0.42%
-$22,708.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.42%
-$3,074.32 
IOO iShares Global 100 ETF
-0.4%
-$135,571.18 
ED Consolidated Edison, Inc.
-0.38%
-$1,366.07 
RFV Invesco S&P MidCap 400 Pure Value ETF
-0.37%
-$1,885.49 
MAGS Roundhill Magnificent Seven Fund
-0.33%
-$15,268.5 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.32%
-$36,471.19 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$50,558.75 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$1,293.05 
JNJ Johnson & Johnson
-0.3%
-$9,227.2 
FTLS First Trust Long/Short Equity ETF
-0.28%
-$2,743.65 
VDE Vanguard Energy ETF
-0.27%
-$855.05 
BAC Bank of America Corporation
-0.26%
-$692.16 
MCD McDonald's Corporation
-0.2%
-$1,682.66 
TROW T. Rowe Price Group, Inc.
-0.19%
-$995.8 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$27,416.07 
LYB LyondellBasell Industries N.V.
-0.14%
-$731.52 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.14%
-$16,047.72 
V Visa Inc. Class A
-0.13%
-$2,515.91 
GEF Greif Inc.
-0.1%
-$1,954.08 
OKE ONEOK, Inc.
-0.08%
-$2,636.96 
JPST JPMorgan Ultra-Short Income ETF
-0.08%
-$223.96 
SRLN SPDR Blackstone Senior Loan ETF
-0.07%
-$13,851.75 
MSFT Microsoft Corp.
-0.05%
-$1,317.25 
WMT Walmart Inc.
-0.04%
-$105.48 
SHV iShares Short Treasury Bond ETF
-0.01%
-$544.37 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$80.25 
CTSH Cognizant Technology Solutions Corporation
-0.01%
-$135.99 Events
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Dividends
Dividend Analysis
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| Trades 3035 | Longs Won 1834/3035 60% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,565.93 |
| Average Win $74,149.94 | Best Trade (Mar 31) $5.88M | Sharpe Ratio -59.59 |
| Average Loss -$26,931.88 | Worst Trade (Sep 29) -$1.48M | Z-Score 10.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $34,150.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,339 | $3.75M | $5.97M | - | $2.21M | 58.93% | +3.162% |
| ABBV AbbVie Inc. | 4,906 | $800,128.65 | $1.25M | - | $447,761.51 | 55.96% | +1.375% |
| ABT Abbott Laboratories | 4,734 | $632,075.02 | $488,832.84 | - | -$143,242.18 | -22.66% | -1.872% |
| ACHR Archer Aviation Inc. | 32,061 | $192,620.56 | $177,294.12 | - | -$15,326.44 | -7.96% | +0.544% |
| ADP Automatic Data Processing Inc. | 2,746 | $680,970.39 | $733,401.68 | - | $52,431.29 | 7.7% | +0.701% |
| AEIS Advanced Energy Industries Inc. | 919 | $192,411.03 | $252,545.15 | - | $60,134.12 | 31.25% | -3.753% |
| AI C3.ai Inc. | 12,546 | $106,884.19 | $131,293.89 | - | $24,409.7 | 22.84% | +0.819% |
| AIA iShares Asia 50 ETF | 12,598 | $962,678.17 | $1.76M | - | $795,309.74 | 82.61% | -2.327% |
| AIQ Global X Artificial Intelligence & Technology ETF | 6,079 | $303,643.5 | $383,949.64 | - | $80,306.14 | 26.45% | -1.482% |
| AMGN Amgen Inc. | 3,235 | $929,143.82 | $1.24M | - | $308,728.93 | 33.23% | -2.203% |
| AMZN Amazon.com Inc | 3,320 | $539,007 | $833,867.77 | - | $294,860.77 | 54.7% | -0.489% |
| ANET Arista Networks, Inc. | 1,452 | $178,276.56 | $275,480.71 | - | $97,204.15 | 54.52% | -1.659% |
| AOA iShares Core Aggressive Allocation ETF | 4,704 | $407,581.65 | $459,298.56 | - | $51,716.91 | 12.69% | -0.803% |
| AON Aon plc | 2,480 | $820,777.75 | $760,467.2 | - | -$60,310.55 | -7.35% | +0.64% |
| APAM Artisan Partners Asset Management Inc. | 109,104 | $3.98M | $4.35M | - | $368,490.96 | 9.26% | -0.87% |
| ASA ASA Gold and Precious Metals Limited | 329,331 | $6.16M | $19.86M | - | $13.69M | 222.18% | -4.225% |
| ATKR Atkore Inc. | 23,955 | $1.72M | $2.26M | - | $538,104.42 | 31.3% | +0.011% |
| AVGO Broadcom Inc. | 930 | $257,031.7 | $336,288 | - | $79,256.3 | 30.84% | -0.763% |
| AVK Advent Convertible and Income Fund | 34,785 | $642,066.28 | $424,724.85 | - | -$217,341.43 | -33.85% | -1.053% |
| AVY Avery Dennison Corporation | 4,709 | $839,776.04 | $793,890.31 | - | -$45,885.73 | -5.46% | -0.707% |
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FAQ
Which stocks have generated the highest profits for Kimberly Van Winkle?
The largest contributions to the portfolio's profits come from the following stocks: ASA Gold and Precious Metals Limited - $7.44M, SPDR Bloomberg 1-3 Month T-Bill ETF - $6.68M, Iron Mountain Inc - $2.86M, iShares Gold Trust - $2.69M, and SPDR Gold Shares - $1.72M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Defiance Daily 2x Long Master Fund - $1.48M, Huntsman Corporation - $1.14M, LyondellBasell Industries N.V - $949,412.06, Cleveland-Cliffs Inc - $695,713.45, and The Trade Desk, Inc. Class A - $565,929.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly Van Winkle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.38M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $6.69M, First Trust Preferred Securities and Income ETF - $1.56M, SPDR Blackstone Senior Loan ETF - $1.48M, VanEck IG Floating Rate ETF - $1.35M, and iShares 0-3 Month Treasury Bond ETF - $1.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly Van Winkle's monthly returns?
Kimberly Van Winkle's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kimberly Van Winkle's strategy be considered aggressive or moderate?
Kimberly Van Winkle's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kimberly Van Winkle's strategy?
Kimberly Van Winkle's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
